J.M. Smucker
810 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 284 reducing their positions, and 58 closing their positions.
31% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 58
28% more call options, than puts
Call options by funds: $117M | Put options by funds: $91.8M
2.7% more ownership
Funds ownership: 77.8% → 80.49% (+2.7%)
1% more funds holding
Funds holding: 799 → 810 (+11)
3% more capital invested
Capital invested by funds: $11B → $11.3B (+$359M)
8% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 284
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$151M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$89.5M |
| 3 |
BlackRock
New York
|
+$85M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$70M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$67.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$164M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$67.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$22.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22.6M |
| 5 |
Two Sigma Advisers
New York
|
-$19.9M |
SJM Hedge Fund Activity: Q1 2018 in Review
810 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2018, worth a combined $11.3B — up 3.3% from $11B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SJM positions and 58 closed out — a net gain of 18 holders — while 261 added to existing stakes and 284 trimmed.
The largest buyer was State Street, adding an estimated $151M. The largest seller was Fidelity Investments, cutting an estimated $164M.
- 810 institutional investors held J.M. Smucker (SJM) as of Q1 2018, up from 799 in Q4 2017.
- Funds reported $11.3B of J.M. Smucker stock for Q1 2018, up 3.3% quarter-over-quarter.
- 76 funds opened new J.M. Smucker positions in Q1 2018 and 58 closed out, a net change of +18 holders.
- The largest J.M. Smucker buyer in Q1 2018 was State Street, an estimated $151M added.
- The largest J.M. Smucker seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2018.